contractuo knowlegde base

Platform documentation

• Settings

  The Settings menu centralizes access to features for personalizing your experience, managing your account, and configuring the application.
• Profile Settings

  Everything about profile details, two factor authentication, signatures, sessions & languages and notification preferences.
• Folders

  Organize and Collaborate: Manage Your Documents and Products with Folders.
• Contacts

  Everything about contacts, contact tags and fields.
• Documents

  Everything about creating documents, dynamic fields, text blocks and forms.
• Prospects

  Everything about creating forms, blueprints and products.